Earnings Surge Sparks Buzz: General Motors recently reported Q3 2025 earnings that exceeded Wall Street expectations, leading to a significant stock price jump. Discussions on X are buzzing with excitement over strong North American demand and better-than-expected EV margins. Many highlight the company’s raised full-year profit outlook as a major positive.
Tariff Concerns Persist: Despite the earnings optimism, some on X are voicing concerns about potential tariff impacts on GM’s operations. Posts note that while the company managed tariff costs better than anticipated, future challenges could still loom. This mix of optimism and caution keeps the conversation lively.
Market Momentum: GM shares hit their highest level since the 2010 IPO, with some posts on X pointing to robust sales of high-margin vehicles as a key driver. There’s also chatter about cost discipline helping offset EV challenges. Investors seem keenly focused on how GM navigates this dynamic landscape.
Note: This discussion summary was generated from an AI condensation of post data.
General Motors Congressional Stock Trading
Members of Congress have traded $GM stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $GM stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
General Motors Insider Trading Activity
General Motors insiders have traded $GM stock on the open market 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 have been sales.
Here’s a breakdown of recent trading of $GM stock by insiders over the last 6 months:
- MARY T BARRA (Chair & CEO) has made 0 purchases and 9 sales selling 1,801,887 shares for an estimated $106,310,172.
- MARK L REUSS (President) has made 0 purchases and 7 sales selling 423,630 shares for an estimated $27,115,116.
- CHRISTOPHER HATTO (Vice President & CAO) has made 0 purchases and 5 sales selling 74,871 shares for an estimated $4,320,944.
- RORY HARVEY (Executive Vice President) has made 0 purchases and 5 sales selling 35,036 shares for an estimated $1,947,219.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
General Motors Hedge Fund Activity
We have seen 528 institutional investors add shares of General Motors stock to their portfolio, and 686 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 11,418,367 shares (+11.5%) to their portfolio in Q2 2025, for an estimated $561,897,840
- VIKING GLOBAL INVESTORS LP added 5,830,050 shares (+81.1%) to their portfolio in Q2 2025, for an estimated $286,896,760
- BLACKROCK, INC. removed 5,822,259 shares (-6.3%) from their portfolio in Q2 2025, for an estimated $286,513,365
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 4,745,608 shares (-50.2%) from their portfolio in Q2 2025, for an estimated $233,531,369
- HARRIS ASSOCIATES L P removed 4,365,899 shares (-14.7%) from their portfolio in Q2 2025, for an estimated $214,845,889
- QUBE RESEARCH & TECHNOLOGIES LTD added 3,662,650 shares (+inf%) to their portfolio in Q2 2025, for an estimated $180,239,006
- JACOBS LEVY EQUITY MANAGEMENT, INC added 3,466,713 shares (+560.9%) to their portfolio in Q2 2025, for an estimated $170,596,946
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
General Motors Government Contracts
We have seen $303,622,528 of award payments to $GM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NEXT GENERATION LIMOUSINES (NGL4).: $13,479,530
- THE PURPOSE OF THIS CONTRACT IS FOR THE CAMP DAVID LIMOUSINE REFRESH: $6,542,445
- THE PURPOSE OF THIS CONTRACT IS TO PROCURE VEHICLE REFRESHES FOR THE CAMP DAVID LIMOUSINE.: $376,733
- FINANCIAL ASSETS ADMIN: $150,000
- 4X4 SUV, INTERMEDIATE, 4 DR, 5 PASS, MIN 7000 GVWR: $135,078
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
General Motors Analyst Ratings
Wall Street analysts have issued reports on $GM in the last several months. We have seen 13 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Tigress Financial issued a "Strong Buy" rating on 10/24/2025
- Citigroup issued a "Buy" rating on 10/23/2025
- RBC Capital issued a "Outperform" rating on 10/22/2025
- UBS issued a "Buy" rating on 10/22/2025
- Barclays issued a "Overweight" rating on 10/22/2025
- TD Cowen issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Underweight" rating on 10/22/2025
To track analyst ratings and price targets for General Motors, check out Quiver Quantitative's $GM forecast page.
General Motors Price Targets
Multiple analysts have issued price targets for $GM recently. We have seen 16 analysts offer price targets for $GM in the last 6 months, with a median target of $74.5.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $92.0 on 10/24/2025
- Michael Ward from Citigroup set a target price of $86.0 on 10/23/2025
- Colin Langan from Wells Fargo set a target price of $46.0 on 10/22/2025
- Dan Levy from Barclays set a target price of $85.0 on 10/22/2025
- Itay Michaeli from TD Cowen set a target price of $100.0 on 10/22/2025
- Joseph Spak from UBS set a target price of $85.0 on 10/22/2025
- Tom Narayan from RBC Capital set a target price of $86.0 on 10/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
